Hull City have ended a busy summer transfer window with a late double swoop for Sorba Thomas and Christos Mouzakitis, taking their total number of new arrivals to 18.
Thomas joins from Stoke City in a deal worth around £7.5 million, with add-ons potentially taking the fee close to £10m. The 27-year-old winger has signed a four-year contract after registering 10 goals and 13 ***** ists in 45 Championship appearances last season.
Mouzakitis arrives from Olympiacos for a reported £13m and has committed his future to the Tigers until 2031. The 19-year-old midfielder made 39 appearances last season, featuring in all 10 of Olympiacos' Champions League matches.
A Greece international, Mouzakitis has 11 caps and won the Golden Boy Web award in 2025.
The teenager becomes Hull's 18th and final signing of the summer, capping an ambitious window following their return to the Premier League after nine years away.

#mouzakitis #year #thomas #taking

Mick Jagger's fiancée Melanie Hamrick shared a new video of their son.
9-year-old Devereux showed off his tennis skills in an Instagram Stories clip.
Jagger has seven other children from previous relationships.
Mick Jagger's youngest son might just be a tennis pro in training. On August 31, the singer's fiancée, Melanie Hamrick, shared a new video of their only child on her Instagram Stories.
In the clip, 9-year-old Devereux could be seen playing tennis on an outdoor court. Hamrick, 39, wrote that "Dev has a future goal" of playing in the U.S. Open.

#hamrick #tennis #melanie #shared

New Canaan girls soccer forward and All-American Clare Greisen is out for the season, New Canaan coach Rich Hickson confirmed Tuesday.
The news was first reported by the New England Soccer Journal, which stated that Greisen "was shut down for the fall season in late August because of an injury." Hickson didn't disclose the nature of the injury, but did say it was not ACL-related.
Greisen is not the only future Division I player and 2025 GametimeCT First Team All-State selection out for this season.
Amity striker Maggie Kershnar suffered an ACL injury and won't play this year, Amity coach Owen Quigley said. Kershnar is committed to play at UConn beginning in 2027.
Greisen, a two-time GametimeCT All-State First Team selection, was named an All-American last season. She has committed to play soccer at Northwestern University in the Big Ten Conference.

#canaan

Los Angeles Rams owner Stan Kroenke has reached an agreement to buy the Angels, ending the tenure of longtime owner Arte Moreno.
The deal was made through Kroenke Sports and Entertainment (KSE), Kroenke's holding company.
The Angels were sold for a valuation of $4 billion, sources told ESPN's Buster Olney, beating the previous MLB record for a sale of $3.9 billion set by the Padres' new owner earlier this year.
"The Angels are a storied franchise anchored in a great market. We look forward to an exciting future with the Angels organization" Kroenke said in a press releasing announcing the deal.
The transaction is expected to close in the first quarter of 2027, and needs to be approved by Major League Baseball. Details about the sale and the terms were not immediately available.

#kroenke #owner #Rams #arte

MD Sass, a boutique ****** et management firm, published its second-quarter investor update for its flagship, the "MD Sass Concentrated Value Strategy." The letter can be downloaded here. In the first half of 2026, AI infrastructure stocks led the market, with the Russell 1000 Value increasing by 16.3%, outpacing the S&P 500 (10.2%) and Russell 1000 Growth (5.3%). This growth was fueled by semiconductor, memory, and hardware companies benefiting from AI development, even though they are considered cyclical. These sectors, representing only 7.7% of the Russell 1000 Value at the start of the year, contributed nearly 70% of its returns. The portfolio gained 10.0% in the second quarter, net of fees, compared to 13.9% for the Russell 1000 Value Index. Year-to-date, the strategy returned 6.6%, net of fees, versus 16.3% for the Index. The portfolio faced challenges due to limited exposure to companies with the greatest upside from AI infrastructure investments. It also lacked exposure to the Energy sector, which returned about 20% in the first half amid geopolitical tensions with Iran that increased commodity prices, affecting performance. The firm recognizes the importance of adapting its strategies while maintaining core investment principles as it explores future opportunities in emerging technological themes. Also, check the fund's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, MD Sass Concentrated Value Strategy highlighted ****** og Devices, Inc. (NASDAQ:ADI). ****** og Devices, Inc. (NASDAQ:ADI) is a US-based semiconductor company that engages in the design, manufacture, testing, and marketing of integrated circuits (ICs), software, and subsystem products and was added to the portfolio this quarter. On August 28, 2026, ****** og Devices, Inc. (NASDAQ:ADI) closed at $361.78 per share. Over the past month, ****** og Devices, Inc. (NASDAQ:ADI) returned -0.03%, while its shares have gained 43.96% in the last 52 weeks. ****** og Devices, Inc. (NASDAQ:ADI) has a market capitalization of $175.31 billion, and its stock has traded within a 52-week range of $223.47 to $445.91.
MD Sass Concentrated Value Strategy stated the following regarding ****** og Devices, Inc. (NASDAQ:ADI) in its Q2 2026 investor letter:
"Analog Devices, Inc. (NASDAQ:ADI) is one of the two largest ****** og semiconductor franchises globally. ****** og semiconductors bridge physical and digital systems by sensing, converting, and managing signals and power. The business benefits from long product lives, sticky design wins, a broad customer base, modest capital intensity, and increasing content as systems become more complex and electrified.
Our thesis combines an improving cyclical backdrop with secular growth businesses approaching meaningful inflections. ADI has exposure to data centers, automated test equipment, aerospace and defense, industrial automation, and automobile electrification. While ADI is not a pure play AI company, we

PG&E Corp (NYSE:PCG) shares fell more than 19% after California lawmakers advanced wildfire legislation that stopped short of the liability protections utility investors had been seeking.
The amended Senate Bill 492 excludes a proposal from Governor Gavin Newsom that would have blocked insurance companies from suing utilities over wildfire-related claims, raising fresh concerns about Pacific Gas and Electric Company's exposure to future disasters.
PG&E said the legislation, amended by the California Legislature, would make some progress on wildfire risk reduction and recovery but would not provide the sustainable solution the state needs.
"Specifically, the bill does not adequately address the financing risks created by California's current wildfire liability framework," the company said in a statement. "As a result, it falls short of creating the long-term durability needed to attract affordable investment to support a safer, more reliable energy system and help keep costs down for customers."
The company pointed to an April report from the California Earthquake Authority, which found that existing funding mechanisms are not sufficient. PG&E said SB 492 does not adequately address those concerns.

#wildfire #legislation #short #adequately

MD Sass, a boutique ****** et management firm, published its second-quarter investor update for its flagship, the "MD Sass Concentrated Value Strategy." The letter can be downloaded here. In the first half of 2026, AI infrastructure stocks led the market, with the Russell 1000 Value increasing by 16.3%, outpacing the S&P 500 (10.2%) and Russell 1000 Growth (5.3%). This growth was fueled by semiconductor, memory, and hardware companies benefiting from AI development, even though they are considered cyclical. These sectors, representing only 7.7% of the Russell 1000 Value at the start of the year, contributed nearly 70% of its returns. The portfolio gained 10.0% in the second quarter, net of fees, compared to 13.9% for the Russell 1000 Value Index. Year-to-date, the strategy returned 6.6%, net of fees, versus 16.3% for the Index. The portfolio faced challenges due to limited exposure to companies with the greatest upside from AI infrastructure investments. It also lacked exposure to the Energy sector, which returned about 20% in the first half amid geopolitical tensions with Iran that increased commodity prices, affecting performance. The firm recognizes the importance of adapting its strategies while maintaining core investment principles as it explores future opportunities in emerging technological themes. Also, check the fund's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, MD Sass Concentrated Value Strategy highlighted TD SYNNEX Corporation (NYSE:SNX) as a new portfolio holding. TD SYNNEX Corporation (NYSE:SNX) is a leading distributor and solutions aggregator for the information technology (IT) ecosystem. On August 28, 2026, TD SYNNEX Corporation (NYSE:SNX) closed at $253.97 per share. Over the past month, TD SYNNEX Corporation (NYSE:SNX) returned -1.12%, while its shares have declined 69.50% in the last 52 weeks. TD SYNNEX Corporation (NYSE:SNX) has a market capitalization of $20.31 billion.
MD Sass Concentrated Value Strategy stated the following regarding TD SYNNEX Corporation (NYSE:SNX) in its Q2 2026 investor letter:
"During the quarter, we initiated a position in TD SYNNEX Corporation (NYSE:SNX), one of the world's largest IT distributors and a critical intermediary between technology vendors and more than 150,000 customers across over 100 countries. Its core Distribution business aggregates hardware, software, cloud products, and services while providing inventory, financing, configuration, and technical support to resellers and systems integrators. Distribution is a low-margin business, but scale matters, and SNX is increasingly benefiting as major vendors consolidate their channel relationships around a smaller number of global partners.
The crux of our thesis, however, is Hyve Solutions, a hidden growth engine that we believe the market continues to value as part of a traditional IT distributor. Hyve, a wholly owned subsidiary of SNX, designs, manufactures, integrates, and manages th

Valued at a market cap of $355.4 billion, GE Aerospace (GE) is a global leader in aerospace propulsion, services, and systems, supporting commercial and military aviation worldwide. With a large installed base of aircraft engines and a global workforce, the company builds on more than a century of innovation and industry expertise.
Companies worth more than $10 billion are generally described as "large-cap" stocks, and GE Aerospace fits this criterion perfectly. GE Aerospace is focused on advancing the future of flight while improving safety, performance, and reliability.
Dear Sandisk Stock Fans, Mark Your Calendars for August 31
Dear Palantir Stock Fans, Here's What Maven's Billion-Dollar ARR Means for PLTR
Wu-Tang Clan Member Raekwon Is a Palantir 'OG,' Visiting Headquarters 16 Years After Receiving His Custom PLTR Jacket

#large

The S&P 500 Index ($SPX) (SPY) is down by -0.50% today, the Dow Jones Industrial Average ($DOWI) (DIA) is down by -0.67%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down by -0.29%. E-mini S&P futures (ESU26) are down -0.48%, and September E-mini Nasdaq futures (NQU26) are down -0.30%.
Stock indices are under pressure today, with the Dow Jones Industrial Average falling to a 1-week low on a flare-up in geopolitical risks. Renewed Middle East tensions are boosting crude oil prices, raising inflation expectations, bond yields, and complicating the US inflation outlook. WTI crude oil is up more than +2% today after the US and Iran exchanged strikes for the first time in about a month. The 10-year T-note yield jumped to a 19-month high today at 4.76%.
Dear Sandisk Stock Fans, Mark Your Calendars for August 31
Dear Palantir Stock Fans, Here's What Maven's Billion-Dollar ARR Means for PLTR
Wu-Tang Clan Member Raekwon Is a Palantir 'OG,' Visiting Headquarters 16 Years After Receiving His Custom PLTR Jacket

#index #jones #dear

MD Sass, a boutique **** et management firm, published its second-quarter investor update for its flagship, the "MD Sass Concentrated Value Strategy." The letter can be downloaded here. In the first half of 2026, AI infrastructure stocks led the market, with the Russell 1000 Value increasing by 16.3%, outpacing the S&P 500 (10.2%) and Russell 1000 Growth (5.3%). This growth was fueled by semiconductor, memory, and hardware companies benefiting from AI development, even though they are considered cyclical. These sectors, representing only 7.7% of the Russell 1000 Value at the start of the year, contributed nearly 70% of its returns. The portfolio gained 10.0% in the second quarter, net of fees, compared to 13.9% for the Russell 1000 Value Index. Year-to-date, the strategy returned 6.6%, net of fees, versus 16.3% for the Index. The portfolio faced challenges due to limited exposure to companies with the greatest upside from AI infrastructure investments. It also lacked exposure to the Energy sector, which returned about 20% in the first half amid geopolitical tensions with Iran that increased commodity prices, affecting performance. The firm recognizes the importance of adapting its strategies while maintaining core investment principles as it explores future opportunities in emerging technological themes. Also, check the fund's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, MD Sass Concentrated Value Strategy highlighted Henry Schein, Inc. (NASDAQ:HSIC) as a notable contributor. Henry Schein, Inc. (NASDAQ:HSIC) is a leading distributor of dental products and services. On August 28, 2026, Henry Schein, Inc. (NASDAQ:HSIC) closed at $89.52 per share. Over the past month, Henry Schein, Inc. (NASDAQ:HSIC) returned 3.48%, while its shares have gained 28.66% in the last 52 weeks. Henry Schein, Inc. (NASDAQ:HSIC) has a market capitalization of $9.98 billion, and its stock has traded within a 52-week range of $61.95 to $92.18.
MD Sass Concentrated Value Strategy stated the following regarding Henry Schein, Inc. (NASDAQ:HSIC) in its Q2 2026 investor letter:
"Henry Schein, Inc. (NASDAQ:HSIC), the world's largest provider of healthcare solutions to office-based dental and medical professionals, appreciated 13% in Q2. Strong earnings results and a positive outlook for the balance of the year created a very favorable setup for the company to exceed its full year guidance. We believe that significant cost reductions, combined with accelerating revenue growth, should lead to material positive earnings revisions as we move into Q4 and 2027. We met with HSIC's new CEO, Fred Lowery, and believe his track record, extensive distribution experience, and "outsider" mentality should translate into improved efficiencies and margins, a more profitable product mix, and market share gains. Our estimates remain well above consensus over the next several years, and we believe the stock remains attractively valued on both an abso

MD Sass, a boutique ******* et management firm, published its second-quarter investor update for its flagship, the "MD Sass Concentrated Value Strategy." The letter can be downloaded here. In the first half of 2026, AI infrastructure stocks led the market, with the Russell 1000 Value increasing by 16.3%, outpacing the S&P 500 (10.2%) and Russell 1000 Growth (5.3%). This growth was fueled by semiconductor, memory, and hardware companies benefiting from AI development, even though they are considered cyclical. These sectors, representing only 7.7% of the Russell 1000 Value at the start of the year, contributed nearly 70% of its returns. The portfolio gained 10.0% in the second quarter, net of fees, compared to 13.9% for the Russell 1000 Value Index. Year-to-date, the strategy returned 6.6%, net of fees, versus 16.3% for the Index. The portfolio faced challenges due to limited exposure to companies with the greatest upside from AI infrastructure investments. It also lacked exposure to the Energy sector, which returned about 20% in the first half amid geopolitical tensions with Iran that increased commodity prices, affecting performance. The firm recognizes the importance of adapting its strategies while maintaining core investment principles as it explores future opportunities in emerging technological themes. Also, check the fund's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, MD Sass Concentrated Value Strategy highlighted Intercontinental Exchange, Inc. (NYSE:ICE), a US-based financial services company that provides technology, data, and market infrastructure to financial institutions, corporations, and government entities. On August 28, 2026, Intercontinental Exchange, Inc. (NYSE:ICE) closed at $162.33 per share. Over the past month, Intercontinental Exchange, Inc. (NYSE:ICE) returned 6.94%, while its shares have declined 8.08% in the last 52 weeks. Intercontinental Exchange, Inc. (NYSE:ICE) has a market capitalization of $91.13 billion, and its stock has traded within a 52-week range of $121.79 to $177.00.
MD Sass Concentrated Value Strategy stated the following regarding Intercontinental Exchange, Inc. (NYSE:ICE) in its Q2 2026 investor letter:
"We believe Intercontinental Exchange, Inc.'s (NYSE:ICE) underperformance in Q2 resulted primarily from higher interest rates weighing on enthusiasm for its rate sensitive Mortgage Technology business and heightened concerns about the rise of perpetual futures and their potential impact on ICE's futures exchange business. We decided to exit the position because our thesis on the Mortgage Technology business has not played out as expected. One tenet of our investment thesis was that combining Black Knight with ICE's Mortgage Technology platform would lead to market share gains and significant margin expansion. However, results over several quarters do not suggest that ICE has achieved material share gains, and customer consolidation has produced mixed res

MD Sass, a boutique ******* et management firm, published its second-quarter investor update for its flagship, the "MD Sass Concentrated Value Strategy." The letter can be downloaded here. In the first half of 2026, AI infrastructure stocks led the market, with the Russell 1000 Value increasing by 16.3%, outpacing the S&P 500 (10.2%) and Russell 1000 Growth (5.3%). This growth was fueled by semiconductor, memory, and hardware companies benefiting from AI development, even though they are considered cyclical. These sectors, representing only 7.7% of the Russell 1000 Value at the start of the year, contributed nearly 70% of its returns. The portfolio gained 10.0% in the second quarter, net of fees, compared to 13.9% for the Russell 1000 Value Index. Year-to-date, the strategy returned 6.6%, net of fees, versus 16.3% for the Index. The portfolio faced challenges due to limited exposure to companies with the greatest upside from AI infrastructure investments. It also lacked exposure to the Energy sector, which returned about 20% in the first half amid geopolitical tensions with Iran that increased commodity prices, affecting performance. The firm recognizes the importance of adapting its strategies while maintaining core investment principles as it explores future opportunities in emerging technological themes. Also, check the fund's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, MD Sass Concentrated Value Strategy highlighted Micron Technology, Inc. (NASDAQ:MU). Micron Technology, Inc. (NASDAQ:MU), a leading semiconductor company manufacturing memory and storage products, contributed to the fund's performance this quarter. On August 28, 2026, Micron Technology, Inc. (NASDAQ:MU) closed at $932.86 per share. The one-month return of Micron Technology, Inc. (NASDAQ:MU) was 14.00%, and its shares gained 694.60% over the past 52 weeks. Micron Technology, Inc. (NASDAQ:MU) has a market capitalization of $1.05 trillion.
MD Sass Concentrated Value Strategy stated the following regarding Micron Technology, Inc. (NASDAQ:MU) in its Q2 2026 investor letter:
"We owned Micron Technology, Inc. (NASDAQ:MU) for only a portion of the second quarter, but its impact was significant, as the stock appreciated approximately 50% during our holding period. Although MU had already experienced a massive run before we initiated our investment, most of the share price appreciation was driven by positive earnings revisions rather than multiple expansion. In fact, with the stock trading at approximately 6x our earnings estimate for the next 12 months, the market clearly signaled that MU was overearning and that a significant decline in earnings was imminent. We believed this ******* umption, although consistent with previous memory boom and bust cycles, was erroneous. We believed this cycle would remain stronger for much longer for three primary reasons. First, high bandwidth memory ("HBM") is growing rapidly, is less commodity orien

October live cattle (LEV26) futures on Friday fell $1.20 to $211.725 and for the week were down $6.20. November feeder cattle (GFX26) futures lost $1.55 to $309.925 and on the week lost $6.325. The cattle futures markets have seen steady technical selling over the past four weeks as both markets remain trapped in price downtrends on the daily bar charts.
Cattle traders this week will digest the implications of President Donald Trump's administration trying to bring down the price of beef at the meat counter. Trump Friday said on social media that his administration will seek changes to allow farmers and ranchers to slaughter and process their own products in response to calls to loosen the grip of the big companies that dominate U.S. meat processing. "I am authorizing legal documents to be drawn in order to allow Farmers and Ranchers to be given the right to PROCESS THEIR OWN FOOD," Trump said in a post on Truth Social. "This should move quickly." The southern U.S. border reopening and Trump's move to allow tariff-free beef imports aimed at lowering beef prices have weighed on cattle markets recently, pushing live and feeder futures near nine-month lows.
Was the Commodity Complex a Case of More of the Same Monday?
Arabica Coffee Consolidates Recent Losses
Rip-Roaring Bull Markets Are Taking Corn, Soybean, and Wheat Prices Higher

#cattle

Listen and subscribe to Power Players with Brian Sozzi on Apple Podcasts, Amazon Music, Spotify, YouTube, or wherever you find your favorite podcasts.
With roots dating back to 1868, Scotts Miracle-Gro (SMG) faces a future that hinges on getting a nonchalant Gen Z crowd to pay to fertilize their lawns, just like their proud green-lawn-owning parents.
New CEO Nate Baxter realizes the hill to climb is steep and chock-full of roadblocks, such as more people buying Astroturf for lawns or putting stones where grass once lived — and needing water to do so.
"So our core consumer that has been with us for decades. They're homeowners or renters who care about their lawn. They are dedicated. And they care about weeds — they don't want them. They want the perfect lawn story," Baxter said in a new episode of the Power Players with Brian Sozzi podcast (watch above; listen in below). "What we are seeing with the next generation of consumer is a real interest in going natural. They don't mind an occasional dandelion in their lawn."
Baxter said Scotts has released new fertilizer in recyclable paper bags and all-natural lawn food to cater to this finicky crowd. He promises a push into products that could help people connect with the health of their lawn's soil.

#players #scotts #listen #crowd

The S&P 500 Index ($SPX) (SPY) is down by -0.42% today, the Dow Jones Industrial Average ($DOWI) (DIA) is down by -0.55%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down by -0.23%. E-mini S&P futures (ESU26) are down -0.40%, and September E-mini Nasdaq futures (NQU26) are down -0.18%.
Stock indices are under pressure today, with the Dow Jones Industrial Average falling to a 1-week low. Renewed Middle East tensions are boosting crude oil prices, raising inflation expectations, bond yields, and complicating the US inflation outlook. WTI crude oil is up more than +2% today after the US and Iran exchanged strikes for the first time in about a month. The 10-year T-note yield jumped to a 19-month high today at 4.75%.
Dear Sandisk Stock Fans, Mark Your Calendars for August 31
Wu-Tang Clan Member Raekwon Is a Palantir 'OG,' Visiting Headquarters 16 Years After Receiving His Custom PLTR Jacket
Dear Palantir Stock Fans, Here's What Maven's Billion-Dollar ARR Means for PLTR

#down #fans

Hennessy Fund's Q2 2026 investor letter for the Hennessy Equity and Income Fund. The letter can be downloaded here. The letter discusses portfolio changes, emphasizing opportunities in equity and fixed income markets that can withstand economic uncertainty. The portfolio held businesses with a 23.0% pre-tax return on invested capital versus 16.1% for the S&P 500. The letter notes a reversal in U.S. equities, driven by AI spending and strong earnings, despite cautious sentiment among lower-income households. The focus on high-quality firms with durable advantages is expected to yield positive outcomes as valuation pressures mount, indicating that future market performance may hinge on fundamentals rather than speculative trends. The portfolio aims to capitalize on the overlooked valuations of quality companies, presenting significant investment opportunities. Also, check the fund's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, Hennessy Equity and Income Fund highlighted Dominion Energy, Inc. (NYSE:D). Dominion Energy, Inc. (NYSE:D) is a leading utility company that provides regulated electricity and natural gas services in the United States. On August 28, 2026, Dominion Energy, Inc. (NYSE:D) closed at $65.55 per share. Over the past month, Dominion Energy, Inc. (NYSE:D) returned -4.65%, while its shares have gained 9.43% in the last 52 weeks. Dominion Energy, Inc. (NYSE:D) has a market capitalization of $57.65 billion, and its stock has traded within a 52-week range of $55.85 to $72.99.
Hennessy Equity and Income Fund stated the following regarding Dominion Energy, Inc. (NYSE:D) in its Q2 2026 investor letter:
"Our process remains bottom-up, and recent volatility has mainly given us opportunities to add, what we believe, are high-quality businesses at attractive valuations, funded by trimming positions that had appreciated or where our conviction had lowered.
In January, we initiated a position in Dominion Energy, Inc. (NYSE:D), which operates as a predominantly regulated utility with stable earnings, improving financial flexibility, and attractive long-term growth drivers. More than 90% of earnings are generated from regulated electric and gas utilities in Virginia, North Carolina, and South Carolina, providing predictable cash flows and low revenue cyclicality.

#letter #Equity

Hennessy Fund's Q2 2026 investor letter for the Hennessy Equity and Income Fund. The letter can be downloaded here. The letter discusses portfolio changes, emphasizing opportunities in equity and fixed income markets that can withstand economic uncertainty. The portfolio held businesses with a 23.0% pre-tax return on invested capital versus 16.1% for the S&P 500. The letter notes a reversal in U.S. equities, driven by AI spending and strong earnings, despite cautious sentiment among lower-income households. The focus on high-quality firms with durable advantages is expected to yield positive outcomes as valuation pressures mount, indicating that future market performance may hinge on fundamentals rather than speculative trends. The portfolio aims to capitalize on the overlooked valuations of quality companies, presenting significant investment opportunities. Also, check the fund's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, Hennessy Equity and Income Fund highlighted Entegris, Inc. (NASDAQ:ENTG) as a leading contributor. Headquartered in Billerica, Massachusetts, Entegris, Inc. (NASDAQ:ENTG) provides materials and process solutions for the semiconductor and other high-technology industries. On August 28, 2026, Entegris, Inc. (NASDAQ:ENTG) closed at $134.92 per share, reflecting a market capitalization of $20.62 billion. Entegris, Inc. (NASDAQ:ENTG) posted a one‑month return of 7.76%, while its shares gained 61.12% over the past 52 weeks.
Hennessy Equity and Income Fund stated the following regarding Entegris, Inc. (NASDAQ:ENTG) in its Q2 2026 investor letter:
"The largest contributor year-to-date based on relative performance vs. the benchmark was Entegris, Inc. (NASDAQ:ENTG), as it benefited from improving fab utilization and accelerating AI-driven semiconductor demand. The company continues to gain share as advanced node transitions increase materials intensity per wafer, while improving memory and logic markets support broader growth. With its investment cycle largely complete, margin expansion and improving free cash flow should drive the next phase of earnings growth. We remain attracted to Entegris' strong competitive positioning and high barriers to entry."
Entegris, Inc. (NASDAQ:ENTG) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 47 hedge fund portfolios held Entegris, Inc. (NASDAQ:ENTG) at the end of the second quarter, the same as in the previous quarter. While we acknowledge the potential of Entegris, Inc. (NASDAQ:ENTG) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

#NASDAQ #income #hennessy

Andvari **** ociates, an investment management firm, released its first-quarter 2025 investor letter. The letter can be downloaded here. Andvari's portfolio has performed strongly in the quarter, highlighted by Constellation Software's 19.9% revenue growth and its plans to spend on acquisitions in 2026. The company is also focusing on AI tools to enhance productivity and customer relationships. However, the AI sector is experiencing extreme hype, leading to a growing disconnect between valuations and future cash flows. Predictions suggest the AI investment phase may decline in 1-3 years, despite current high demand for AI infrastructure, which is expected to attract significant competition. Concerns about overbuilding and risky financial behaviors, like Oracle's downgraded credit rating amid a $90-$95 billion AI cloud investment, reflect potential pitfalls. Andvari has minimized exposure to this sector, aiming to protect and grow **** ets through disciplined investments in stable industries despite recent underperformance during the AI boom. Also, check the fund's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, Andvari **** ociates highlighted Mobility Global, Inc. (NYSE:MBGL). Previously known as S&P Global Mobility Holding Company, the company rebranded to Mobility Global, Inc. in February 2026. Mobility Global, Inc. (NYSE:MBGL) specializes in offering essential data and **** ysis throughout the entire vehicle lifecycle. On August 28, 2026, Mobility Global, Inc. (NYSE:MBGL) closed at $20.24 per share. Over the past month, Mobility Global, Inc. (NYSE:MBGL) returned -4.98%. Mobility Global, Inc. (NYSE:MBGL) has a market capitalization of $6.48 billion.
Andvari **** ociates stated the following regarding Mobility Global, Inc. (NYSE:MBGL) in its Q2 2026 investor letter:
"As a new separate entity, Mobility Global, Inc. (NYSE:MBGL) will likely be a good business to hold on to as it has many trusted products (CARFAX, Polk, Automotive Mastermind, and Market Scan) that are deeply embedded in the automotive ecosystem. MBGL's customers span from nearly every global auto OEM and tier 1 supplier to thousands of car dealers. With annual revenues of just $1.75 billion, high margins, >80% subscription-based revenues, and now with greater Lexibility to invest and acquire, MBGL management believes it can continue to grow at a high single-digit rate and expand margins."
Mobility Global, Inc. (NYSE:MBGL) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 3 hedge fund portfolios held Mobility Global, Inc. (NYSE:MBGL) at the end of the second quarter, which was 0 in the previous quarter. While we acknowledge the potential of Mobility Global, Inc. (NYSE:MBGL) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tarif

Andvari ******* ociates, an investment management firm, released its first-quarter 2025 investor letter. The letter can be downloaded here. Andvari's portfolio has performed strongly in the quarter, highlighted by Constellation Software's 19.9% revenue growth and its plans to spend on acquisitions in 2026. The company is also focusing on AI tools to enhance productivity and customer relationships. However, the AI sector is experiencing extreme hype, leading to a growing disconnect between valuations and future cash flows. Predictions suggest the AI investment phase may decline in 1-3 years, despite current high demand for AI infrastructure, which is expected to attract significant competition. Concerns about overbuilding and risky financial behaviors, like Oracle's downgraded credit rating amid a $90-$95 billion AI cloud investment, reflect potential pitfalls. Andvari has minimized exposure to this sector, aiming to protect and grow ******* ets through disciplined investments in stable industries despite recent underperformance during the AI boom. Also, check the fund's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, Andvari ******* ociates highlighted NVIDIA Corporation (NASDAQ:NVDA). NVIDIA Corporation (NASDAQ:NVDA) is a leading data center-scale AI infrastructure company operating through Compute & Networking and Graphics segments. On August 28, 2026, NVIDIA Corporation (NASDAQ:NVDA) stock closed at $217.55 per share. The one-month return of NVIDIA Corporation (NASDAQ:NVDA) was 5.28%, and its shares gained 24.90% over the past 52 weeks. NVIDIA Corporation (NASDAQ:NVDA) has a market capitalization of $5.25 trillion.
Andvari ******* ociates stated the following regarding NVIDIA Corporation (NASDAQ:NVDA) in its Q2 2026 investor letter:
"Another reason why I am increasingly cautious here is I've begun to see more examples of circular financing among the companies involved with the AI investment boom. For example, when NVIDIA Corporation (NASDAQ:NVDA) invested in OpenAI in late 2025, it was reported most of the money would be used to lease Nvidia chips. Also, some companies like Nvidia and Anthropic have invested directly into special purpose vehicles (SPVs), which in turn use that money to buy hardware from those exact same hardware makers. Then there are AI companies like Anthropic who have begun to use massive SPVs, backed by private equity firms, to borrow billions to buy chips and servers. The AI company then leases the chips from the SPV and thus the debt can stay on its own balance sheet. I've also read that some Nvidia customers are using Nvidia chips as collateral for loans to buy even more chips. This is the same type of behavior that eventually got many telecom and tech companies into huge trouble during the dot com bubble of the 1990s."

#andvari #chips #letter

Andvari **** ociates, an investment management firm, released its first-quarter 2025 investor letter. The letter can be downloaded here. Andvari's portfolio has performed strongly in the quarter, highlighted by Constellation Software's 19.9% revenue growth and its plans to spend on acquisitions in 2026. The company is also focusing on AI tools to enhance productivity and customer relationships. However, the AI sector is experiencing extreme hype, leading to a growing disconnect between valuations and future cash flows. Predictions suggest the AI investment phase may decline in 1-3 years, despite current high demand for AI infrastructure, which is expected to attract significant competition. Concerns about overbuilding and risky financial behaviors, like Oracle's downgraded credit rating amid a $90-$95 billion AI cloud investment, reflect potential pitfalls. Andvari has minimized exposure to this sector, aiming to protect and grow **** ets through disciplined investments in stable industries despite recent underperformance during the AI boom. Also, check the fund's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, Andvari **** ociates highlighted S&P Global Inc. (NYSE:SPGI). S&P Global Inc. (NYSE:SPGI) is a financial services and **** ytics company that provides benchmarks, data, **** ytics, and workflow solutions in the global capital, energy, commodity, and automotive markets. On August 28, 2026, S&P Global Inc. (NYSE:SPGI) closed at $442.89 per share, reflecting a market capitalization of $130.56 billion. S&P Global Inc. (NYSE:SPGI) posted a one‑month return of 6.40%, while its shares lost 14.62% over the past 52 weeks.
Andvari **** ociates stated the following regarding S&P Global Inc. (NYSE:SPGI) in its Q2 2026 investor letter:
"Another portfolio company with notable activity is S&P Global Inc. (NYSE:SPGI) which recently spun out its Mobility Global (MBGL) division to shareholders. The remaining S&P Global is now an even higher quality business because its crown jewels can shine even brighter. In 2025, S&P's credit ratings business had adjusted operating margins of 65%, its S&P Dow Jones Indices business had 71% adjusted operating margins, and its Energy business had 48% adjusted operating margins. Mobility Global had just 40% margins."
S&P Global Inc. (NYSE:SPGI) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 124 hedge fund portfolios held S&P Global Inc. (NYSE:SPGI) at the end of the second quarter, up from 122 in the previous quarter. While we acknowledge the potential of S&P Global Inc. (NYSE:SPGI) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

#quarter #associates #busines

Shein stock tumbled more than 10% in gray-market trading on Monday, the day before it was set to begin trading on the Hong Kong Stock Exchange, a sign of tepid investor enthusiasm heading into the listing. Futu Securities, Bright Smart, and Phillip Securities — three of Hong Kong's major brokerages — each quoted the stock down more than 10% shortly after gray-market trading got underway, according to Reuters.
At Futu, which leads Hong Kong's retail brokerage market by trading volume, the shares were last quoted near HK$42. Brokerages quote gray-market prices for a stock before it begins official trading on an exchange.
According to Reuters, citing unnamed sources, Shein priced its shares at HK$48.56 apiece, raising $1.7 billion and pegging its valuation at roughly $26.5 billion. The official pricing announcement is due later on Monday, with trading set to begin Tuesday under stock code 00625.
Bevis Ho, a senior ****** yst at Futu Securities, said the move signals "caution among both retail and institutional investors," explaining that right now "investors see greater potential in AI and robotics themes than in fast fashion."
Shein's current market value amounts to just over one-quarter of the roughly $100 billion it commanded at its private-market high in 2022, with the steep decline tied to tariff and duty changes across the U.S. and Europe that have eroded the core economics of its business.

#futu #securities #gray

We want to know who you think had the best game in Week One of the high school football season in the Bucks County area. Vote now to let us know.
Voting, which is permitted more than once, ends Tuesday, Sept. 8, at 8 p.m.
Our polls are designed to recognize excellent local high school athletes and we ask that you vote for your favorites as many times as you wish. But we also ask that you play fair. In other words, keep the bots or crazy cheats out of our polls. We shouldn't see a bunch of players with a significant number of votes from various European countries.
Any suspicion of bot activity will result in immediate removal of the athlete, and possibly teammates, from this and future polls.
Drew Markol covers local sports for PhillyBurbs.com. Support our journalism with a subscription.

#week

Eintracht Frankfurt have officially sent Hugo Larsson out on loan to Premier League side Fulham.
The English club have an obligation to buy the midfielder if certain conditions are met.
"Hugo Larsson has been one of our key first-team players over the past three years and has played a big part in our success," said Eintracht Frankfurt board member for sport Markus Krösche.
"We'd like to thank Hugo for his commitment in an Eintracht shirt and wish him all the best for his future career."
Larsson has made 119 appearances for Eintracht Frankfurt in the past, scoring 10 goals and providing seven ***** ists.

#eintracht #larsson #past #fulham

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Silver (SI=F) December futures opened at $66.80 per ounce on Monday, August 31, 2026, down 1.4% from Friday's closing price. Silver rose this morning, reaching $67.84 as of 8:39 a.m. ET.
Silver prices have been steadily declining since the start of last week and sank even lower at the open this morning as expectations for a Fed rate increase rise.
On Friday, Fed Chair Kevin Warsh reiterated the Fed's mandate for lowering prices, saying the Fed had "work to do":
"We must be confident that underlying inflation is moving to our objective, clearly and at sufficient speed. Otherwise, we have work to do," Warsh said in his first speech as chairman in Jackson Hole, Wyo. "It is the Fed's job to deliver stable prices."

#prices #warsh #morning #work

Wheat is starting off a new week with sharp losses on Monday. The wheat complex extended the move to 3-year highs for the winter wheats into the weekend. Chicago SRW contracts rallied 10 ½ to 24 ¼ cents across the board on Friday, with September 85 ½ cents higher on the week. Open interest was up 4,975 contracts on Friday. There were just 9 deliveries first notice day for Sep CBT wheat. KC HRW futures saw gains of 10 to 24 ¼ cents in the front months, as September was 71 ½ cents higher since last Friday. There were 143 delivery notices for September KC wheat on FND. MPLS spring wheat joined in on the rally, with contracts 8 ¼ to 12 ½ cents higher, as September was up 47 cents this week.
Over the weekend, Turkey was reportedly pushing for a Black Sea shipping corridor to help restore the flow of grains.
Was the Commodity Complex a Case of More of the Same Monday?
Cattle, Hog Prices Are Still Trapped and Heading Lower. What to Watch Next.
West African Cocoa Crop Concerns Underpin Prices

#Monday #complex

The future is bright, and the future is now for Indiana Fever writes Robin Lundberg, as he believes the current crop of WNBA stars led by Caitlin Clark will bring plenty of success in Team USA's campaign in Berlin for the 2026 FIBA Women's World Cup.
With plenty of firepower in coach Kara Lawson's side, many feel that the time has come for the passing of the baton from the likes of Maya Moore and Diana Taurasi a decade ago to Clark and Angel Reese as they lead the charge for Team USA.
In a video posted on X on Sunday, Lindberg shared his thoughts on the "new era" of women's basketball in the country and how it will give more hope for the growth of the sport.
"Anytime you get this changing of the guard, in real time for Team USA, that is reason for increased interest," Lindberg said. "Being representative of this new era, it's nice to see that for Team USA."
He also pointed out that the trio of Clark, Angel Reese, and Paige Bueckers will surely turn a lot of heads once the tournament starts on Friday.

#clark

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Gold (GC=F) December futures opened at $4,483.20 per troy ounce on Monday, August 31, 2026, down 1.0% from Friday's closing price. The price of gold is rising this morning at $4,507.20 per troy ounce as of 8:22 a.m. ET.
Renewed military conflict in the Middle East and growing bets that the Fed will soon raise rates are weighing on precious metal prices this morning.
It's been over a month since the U.S. took military action against Iran, but the U.S. attacks on Iranian rocket launchers marked the first escalation since July, fueling higher oil prices (BZ=F) and inflation concerns, and pushing gold prices lower.
On Friday, Fed Chair Kevin Warsh's speech at the Fed's Jackson Hole summit didn't provide much forward guidance as expected, but it did reiterate the Fed's close focus on its mandate to keep prices low.

#troy #ounce #since #advertiser

Cotton is trading with Monday morning gains of 168 to 207 points. Futures faced pressure to close the week with Friday losses of 19 to 114 points across the board. December still held up for a weekly gain of 303 points. Crude oil was down 9 cents per barrel, with the US dollar index $0.533 higher.
Commitment of Traders data showed managed money adding another 17,173 contracts to their net long in cotton futures and options during the week ending on August 25. That net long stood at 95,841 contracts on Tuesday.
Was the Commodity Complex a Case of More of the Same Monday?
Cattle, Hog Prices Are Still Trapped and Heading Lower. What to Watch Next.
West African Cocoa Crop Concerns Underpin Prices

#week

Corn price action is kicking off the final trade day of August with modest losses of fractionally to 1 ½ cents. Month end pressure could play a role today. Futures held onto the Friday gains into the close, with contracts settling 1 to 4 cents higher. September rallied 28 ¼ cents last week, with December 28 up cents. Open interest was up 35,585 contracts on Friday. There were 90 deliveries issued against September corn on First Norice Day. The CmdtyView national average Cash Corn price was back up 2 1/4 cents at $4.84 1/4.
Friday's CFTC data showed managed money in corn futures and options adding a total of 126,008 contracts to their net long as of August 25. That net long was tallied at 376,513 contracts, which was the largest since April 2022, but still over 52,000 contracts shy of the Tuesday record going back to 2006. Specs held a total of 465,500 contracts of outright longs by Tuesday, the largest on record.
Was the Commodity Complex a Case of More of the Same Monday?
Cattle, Hog Prices Are Still Trapped and Heading Lower. What to Watch Next.
West African Cocoa Crop Concerns Underpin Prices

#cents #tuesday

Soybeans are coming out of the weekend with 4 to 5 cent losses. Futures posted 14 to 20 cent gains across most contracts on the Friday session. September was up 51 ¼ cents on the week, as November rallied 48 ½ cents. Friday's open interest rose 15,047 contracts suggesting new buying. The cmdtyView national average Cash Bean price was up 20 1/2 cents at $12.53 3/4. Soymeal futures were $1 to $8.10 higher on the day, led by the front months, as September was up $20.50 on the week. Soy Oil was back up 167 to 259 points, with September 124 higher this week. There were no delivery notices on FND for September beans, with 261 deliveries for September meal and 800 for September bean oil.
USDA reported a private export sale of 182,000 MT to China on Friday morning for 2026/27, with 226,000 MT during the reporting period to unknown. Another 200,000 MT of soybean meal was sold to both Germany and the Netherlands at 100,000 MT each.
Was the Commodity Complex a Case of More of the Same Monday?
Cattle, Hog Prices Are Still Trapped and Heading Lower. What to Watch Next.
West African Cocoa Crop Concerns Underpin Prices

#september #bean #cent #higher